DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 70 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,664,071 | -2.8% | 97,636 | -2.2% | 0.01% | 0.0% |
| Q1 2024 | $4,798,851 | -1.2% | 99,789 | -0.3% | 0.01% | -16.7% |
| Q4 2023 | $4,856,919 | +1.3% | 100,122 | -3.0% | 0.01% | -14.3% |
| Q3 2023 | $4,796,728 | -33.9% | 103,222 | -32.2% | 0.01% | -30.0% |
| Q2 2023 | $7,256,053 | -2.1% | 152,342 | -0.7% | 0.01% | -9.1% |
| Q1 2023 | $7,411,279 | +1.3% | 153,395 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $7,314,070 | +422.4% | 152,982 | +409.9% | 0.01% | +450.0% |
| Q3 2022 | $1,400,000 | – | 30,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 308,283 | $14,738,990 | 12.27% |
| Rather & Kittrell, Inc. | 401,581 | $19,199,588 | 10.21% |
| MARYLAND CAPITAL ADVISORS INC. | 147,764 | $7,064,597 | 6.60% |
| First Ascent Asset Management, LLC | 873,762 | $41,774,543 | 6.39% |
| RAM Investment Partners, LLC | 213,276 | $10,196,726 | 6.27% |
| Compass Financial Group, Inc. | 171,879 | $8,218 | 5.36% |
| LEGACY FINANCIAL GROUP, INC. | 154,454 | $7,384,446 | 4.55% |
| PBMares Wealth Management LLC | 229,746 | $10,984,151 | 4.44% |
| QUARRY HILL ADVISORS, LLC | 90,929 | $4,347,321 | 4.40% |
| COLLECTIVE FAMILY OFFICE LLC | 195,423 | $9,343,174 | 4.20% |